Apple to Set the Stage for Broader Generative AI Usage: TECHnalysis

Summary

Appleの発表は、技術的な革新ではなく、人々を魅了するストーリーテリングに重点を置いた。Jenn-air技術を多くのユーザーに紹介し、秋に出荷されるAppleの知能機能で人々が「わあ、これはかっこいい」と思うと予想。しかし、全てのユーザーにとっては適さないかもしれない。Siriなどのデジタルアシスタントの不満を解消する新機能が、多くのユーザーに受け入れられるかは未知数。市場はAppleの専門分野でないと判断しており、株価は今年初めからほとんど変わっていない。しかし、Appleの影響力は大きいため、多くのデバイスでジェネラルAIの使用が広がる可能性がある。

Takeaways

• 📱 Appleは技術を軸にした非常に良いストーリーを展開している。
• 📈 発表された技術は最先端ではないが、多くの人々の興味を引くには十分である。
• 🌍 Appleの製品利用者数の多さが、Jenn-airを広く普及させる可能性がある。
• 🔊 新しいAppleのインテリジェンス機能が秋に出荷されることで、ユーザーがその価値を理解するようになる。
• 🗣️ Siriや他のデジタルアシスタントの改善がユーザーにとって重要である。
• 📲 iPhoneのアップグレードサイクルを引き起こすかどうかは未確定。
• 🤖 AppleがOpenAIに頼る姿勢は、通常のAppleらしくないと感じる。
• 📉 市場はAppleの発表に対して慎重な反応を示している。
• 📞 Appleの新機能がテキストとビデオの品質を向上させる可能性がある。
• 🛡️ Elon Muskのセキュリティリスクに関する懸念は過度であり、Appleは引き続きセキュリティとプライバシーに注力している。

Q & A

アップルが発表した内容についての最初の感想は？

アップルが発表した内容は非常に良いストーリーでした。技術の面では最先端ではありませんでしたが、興味を引くには十分でした。

一般の人々は今回の発表でどのような新しい技術に触れることができるのか？

多くの一般の人々がジェンエアという技術に初めて触れることができるでしょう。

アップルの新しいインテリジェンス機能はどのような反応を引き起こすと予想されるか？

人々はこの秋に出荷されるときに驚き、デバイスがよりスマートに感じられることを楽しむでしょう。

ソフトウェア機能はiPhoneのアップグレードサイクルを本格的に開始するのに十分か？

一部の人々は新機能のためにアップグレードを購入するでしょうが、全体的にそれが十分かどうかは不明です。

アップルがオープンAIと提携したことについてどう思うか？

アップルがチャットGPTをフロントエンドとして使用することは驚きました。これはアップルらしくない動きです。

アップルのインテリジェンス機能の依存が市場にどのような影響を与えるか？

アップルは完全なインテリジェンス機能を提供できず、パートナーに頼ることになったため、市場はこの動きに対して慎重な反応を示しました。

なぜアップルの株価は年初来で横ばいなのか？

アップルは影響力が大きいものの、新技術が市場を十分に刺激するかは不確かだからです。

アップルの新しい機能でどのような小さな機能が注目される可能性があるか？

カスタム絵文字のような小さな機能が、特に若年層にとって重要になる可能性があります。

エロン・マスクのiPhone禁止発言についてどう思うか？

エロン・マスクの発言は典型的な姿勢であり、実際のセキュリティリスクはないと考えています。

アップルのクラウド戦略についての見解は？

アップルは自社のクラウドとシリコンベースのサーバーを使用して多くの機能を実行し、セキュリティとプライバシーをしっかり守るとしています。

Outlines

00:00

😀 Appleの新技術導入とその影響

Appleが発表した新技術についての反応。革新的ではないが、ユーザーに興味を持たせるのに十分であると評価。Siriなどのデジタルアシスタントの使いやすさ向上が期待され、多くの人がジェンエア技術に触れる機会が増えると予想される。ただし、全員に適用できるわけではなく、問題点も指摘されている。Appleの製品の広範な影響力が強調され、カスタム絵文字などの小さな機能が人気を集める可能性がある。

05:00

🤔 SiriとChatGPTの統合に対する懸念

AppleがSiriをChatGPTに統合することについての議論。Appleがユーザーエクスペリエンスを他社に依存することは珍しいと指摘され、潜在的なリスクについて懸念が示されている。特に、OpenAIの不安定さがAppleの信頼性に影響を与える可能性があるとされる。株式市場の反応も分析され、Appleの戦略が市場にどのように影響するかが議論される。

Keywords

💡Apple

Apple is a major technology company known for its innovative products and services. In the video, the discussion revolves around Apple's new technological features and their potential impact on users and the market. Apple's ability to create engaging narratives around its technology is highlighted as a key strength.

💡Jenn-air

Jenn-air appears to be a term used within the industry to refer to a certain type of technology or feature. The video emphasizes how Apple's introduction of Jenn-air will expose many users to this technology, which they may not have experienced before, thereby broadening its usage and acceptance.

💡Siri

Siri is Apple's digital assistant, designed to respond to voice commands and perform various tasks. The video discusses enhancements to Siri that aim to make it more intuitive and useful, addressing previous frustrations users had with digital assistants.

💡Intelligence features

These refer to advanced technological capabilities that make devices smarter. In the context of the video, Apple's new intelligence features are intended to make their devices more responsive and user-friendly, thereby enhancing the overall user experience.

💡iPhone upgrade cycle

This term refers to the periodic introduction of new iPhone models, which encourage users to purchase the latest versions. The video questions whether the new features are compelling enough to drive a significant number of users to upgrade their iPhones.

💡ChatGPT

ChatGPT is a conversational AI model developed by OpenAI. The video notes Apple's use of ChatGPT-like technology for enhancing Siri's capabilities, raising questions about the implications of relying on external AI models for key functionalities.

💡Market reaction

This term describes how investors and the stock market respond to new announcements or products from companies like Apple. The video discusses the market's tepid reaction to Apple's latest announcements, suggesting that the updates may not have been impressive enough to drive significant investor enthusiasm.

💡OpenAI

OpenAI is an AI research lab known for creating advanced AI models like ChatGPT. The video mentions Apple's collaboration with OpenAI, which is notable given Apple's history of maintaining tight control over its user experience.

💡Elon Musk

Elon Musk is a prominent entrepreneur and CEO of multiple companies, including Tesla and SpaceX. In the video, Musk's comments about banning iPhones due to security concerns with ChatGPT integration are discussed, highlighting his influence and the potential implications of his statements.

💡Security and privacy

These are critical aspects of technology that ensure user data is protected from unauthorized access. The video addresses concerns about the security risks associated with integrating AI technologies like ChatGPT into Apple's ecosystem, emphasizing Apple's commitment to maintaining high standards of privacy and security.

Highlights

Apple's ability to weave a compelling story around technology, even if it's not cutting edge, can intrigue many users.

The new Apple intelligence features, despite not being the most advanced, are expected to impress many users when they start shipping in the fall.

These features might not work for everyone, but they are designed to make devices feel smarter by automatically performing certain tasks.

The big question is whether these software features are enough to drive an iPhone upgrade cycle.

Apple's decision to limit new features to the 15 Pro and certain Macs, rather than older models, contrasts with Samsung's approach.

Surprisingly, Apple acknowledged OpenAI's contributions, allowing Siri to act as a front end to ChatGPT, which is uncharacteristic of Apple's usual control over its ecosystem.

There is a concern about potential issues arising from the integration with OpenAI, as Apple's experience might be impacted by OpenAI's unpredictable behavior.

Apple plans to introduce Google models and potentially others in the future, indicating a broader approach to AI integration.

The market's lukewarm reaction to Apple's announcements reflects doubts about Apple's expertise in this area and whether they did enough to impress.

Apple's enormous user base means their introduction of new intelligence features could significantly increase general awareness and usage of GenAI.

While not all features apply to everyone, the appeal of certain demos might drive interest and appreciation among a broad audience.

Simple features, like custom emojis, could drive adoption among younger users, highlighting the impact of seemingly minor updates.

Improving the texting experience between iPhones and Android phones, despite green bubbles, addresses a common user pain point.

Elon Musk's threats to ban iPhones over the ChatGPT partnership seem to be more about personal grudges than real security concerns.

Apple's commitment to security and privacy remains strong, as they plan to handle much of the AI processing on-device or in their own cloud.

Transcripts

[CC may contain inaccuracies] Your initial take on what Apple laid out, impressive or not?

Well, look, I think what they laid out was a very good story.

I mean, Apple's incredibly good at weaving a story together around

technology. I mean, it wasn't cutting edge stuff.

There were some people doing more advanced stuff.

But I think it was enough to get people intrigued.

And so I think that's important because, remember, you know, when it comes to

Apple, the number of people who use their products worldwide is so enormous

that they're going to actually introduce a lot of people to Jenn-air.

We've been talking about Jenn-air in the industry a lot, but in reality, most

average people haven't really experienced it yet.

And so I think what you're going to see with these Apple intelligence features

when they start shipping in the fall is that people are going to go, wow,

Actually, now I kind of get it and this is kind of cool.

Now, it's not going to work for everybody.

And there are some issues, but, you know, like, you know, like Steve said,

it's, you know, automatically doing certain things is really going to make

your device feel smarter. And at the end of the day, that's

important because Siri and other digital assistants have been incredibly

frustrating. So to be able to just say something and

and have it react and have it turn on certain features or functions.

I think people are going to enjoy that. So are these software features and

cutting edge enough, Bob, to really kick off an iPhone upgrade cycle?

Yeah, I certainly Brian, I mean, that's the big question, of course, is is it

enough to really get people to buy upgrades?

And of course Apple, unlike what we saw with Samsung, who for example, brought

features not only to their newest phones with two generations back, Apple said

only 15 pro and then certain Macs and then the future iPhones are going to

drive are going to be required for that. So the expectation is that some people

will buy it. I think some will.

You know, the thing that surprised me the most, though, to be honest with you,

is how much credit, in fact, they kind of gave to open.

I mean, some people kind of joked all of a sudden Siri is a front end to chat GBP

and that seems a little on Apple like. Right.

I mean, this is a company that's controlled the experience and all of a

sudden they're like, oh, yeah. I mean, of course they say, is it okay

if we use chat GB? People are going to get tired of doing

that. They're going to turn that off.

They're just going to use it. And then what happens if something weird

happens with open A.I.? Because let's be honest, weird things

have already happened and it would open a I.

And does Apple's experience get impacted from that now?

After the fact? They did a Q&A with press that said,

Hey, look, yes, we're also going to let Google models work, potentially others

down the road. But still, it clearly showed to me that

Apple didn't really have their act together to do the full set of

intelligence that they wanted to do and had to rely on partners.

Again, not very Apple like. Perhaps why the market reacted the way

it did. Which brings to mind, Bob, whether or

not this really is or not, you know, their area of expertise.

The reason I bring that up is, you know, the share price is flat year to date,

you know, down massively. It's come back all the way, effectively

flat. And there's the markets treated Apple

not like an air play and I'm wondering whether they've said enough for markets

to then treat it like an air stock like the others of course.

Yeah, no, it's a great question, David. I'm not sure that they did enough.

But at the same time, look, again, we got to remember, like I said, that their

impact is enormous. And I think really what they're going to

do is sort of set the stage for a broader gen air usage across more and

more devices because people will be introduced to it.

They're going to see it can do some pretty cool stuff and then they're going

to say, okay, now I get it, I understand it and I can appreciate the value.

And look, some of the demos they gave were pretty darn cool.

They don't apply to everybody, like I said, but they apply, I think, to enough

people that it's going to be important. And the other thing here's the other

thing to remember with Apple. So sometimes it's the dumb little

features that people really like, like the custom emojis.

You know, it could be that every twentysomething in the world goes, I got

to have custom emoji, so that's it. I'm going to do it because that.

Right. And quite honestly, the other thing

they're doing is they're bringing this to the iPhone, all iPhones, which means

texting between Android phones and Apple phones.

If you've ever had that experience. Photo quality is terrible.

Video quality is terrible. That has nothing to do with II.

That's going to work. It's going to be better.

You're still going to have green bubbles, but you'll get a better quality

texting experience. And frankly, for some people, that will

be more important than all of this other stuff.

Yeah, as you say this, it's the stupid, silly stuff, but that can change our

lives. What about what Elon Musk said?

I mean, he's he's threatening to ban iPhones and his companies because of

this chat. Gbtc partnership that Apple has gone

upon. Are the security risks warranted any

way, Bob? You know, I don't think they are.

I think this is, you know, classic Elon Musk posturing.

And, of course, you know, he's still upset about not really controlling open

area, even though he started it. I think there's a lot of personal

grudges going on there, to be honest with you.

But, look, I mean, Apple made it very clear they're going to do a lot of these

capabilities on the device on the phone we've heard other companies talk about

as well and then do some of it in the cloud.

The difference being they're going to do it in their own cloud, Apple's own cloud

on Apple's silicon based servers. It's actually existing Mac based

processors from the Mac Pro that they're going to put into these servers and

they're going to do it. And then the cheapest stuff.

Well, that's geeky, but I think this is just again, a reflection that Apple has

opened themselves up with this opening in collaboration to those kinds of

questions and those kinds of risks. I don't again, I don't think the Musk

thing is a serious concern. I think I was doing a pretty good job,

as they always do around security and privacy.

But at the same time, it just it's just enough to make a couple of people say,

okay, and that's the big issue. It's you know, it may not be reality,

but it raises the question and the concern and people start thinking that

way.